DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Nila Lynn Tatum
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Nila Lynn Novian
At current firm
9 y
since Apr 27, 2017
In the industry
31 y
since Jan 13, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Wealth Consulting Group independent RIA currentsince Apr 27, 2017 · Palm Desert, Ca
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerJul 30, 2009 to Apr 27, 2017 · Palm Desert, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 16, 2007 to Jun 23, 2009 · Rancho Mirage, Ca
- Citigroup Global Markets Inc. BD affiliatedFeb 16, 1999 to Feb 26, 2007 · Palm Desert, Ca
Moves
a registration end followed by a registration begin elsewhere
- National Planning Corporation ("Npc Of America" In Fl & Ny) to The Wealth Consulting Groupleft Apr 27, 2017, registered Apr 27, 2017 (0 days) · Other · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to National Planning Corporation ("Npc Of America" In Fl & Ny)left Jun 23, 2009, registered Jul 30, 2009 (37 days) · Other
- Citigroup Global Markets Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Feb 26, 2007, registered Feb 16, 2007 (-10 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address